Best-in-State · rank 111 · Birmingham, Alabama · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Merrill Wealth Management” — forbes_shook
- Parent company — Bank of America (high)
- “Merrill Lynch is a division of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management” — forbes_shook
- Team name — Richey, Price, Sawyer & Associates (high)
- “Richey, Price, Sawyer & Associates” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — 21 (medium)
- “21 years in financial services industry” — professional_press
- Designations — CFP, CPWA (high)
- “CFP® (Certified Financial Planner) and CPFA® (Certified Plan Fiduciary Advisor)” — professional_press
Book of business
- Team AUM ($M) — 697 (high)
- “Team Assets (Custodied): $697M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 3.75 (high)
- “Typical Net Worth of Relationships: $1.5-6M” — forbes_shook
- Client niche — business owners, entrepreneurs, physicians, healthcare administrators (high)
- “successful business owners and serial entrepreneurs in healthcare, technology, manufacturing sectors” — firm_official
- Custodians — not_applicable (high)
- “Merrill Wealth Management (wirehouse, not RIA)” — forbes_shook
- Fee model — aum_fee (medium)
- “1.10% AUM for managed strategies under $2 million” — professional_press
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — craft risk-managed portfolio strategies with a disciplined, rules-based approach incorporating alternative investments such as hedge funds, private equity and real assets to potentially provide downside protection from market volatility (high)
- “craft risk-managed portfolio strategies with a disciplined, rules-based approach incorporating alternative investments such as hedge funds, private equity and real assets to potentially provide downside protection from m” — firm_official
- Differentiators — Business succession planning specialization, Disciplined, rules-based investment approach with alternative asset classes, Risk management and downside protection focus, Multi-state coverage (31 states registered), Multi-generational family wealth planning (high)
- “specialize in business succession planning for high-net-worth individuals and serve successful business owners and serial entrepreneurs” — firm_official
- Content marketing — none (high)
- “No independent blog, newsletter, or content marketing platform found; team maintains presence through Merrill's advisor directory and Forbes profiles only” — firm_official
- Has podcast — no (high)
- “No podcast found for Kenneth Price or Richey, Price, Sawyer & Associates” — general_press
- Books published — 0 (high)
- “No published books found for Kenneth Price” — general_press
- Linkedin url — gap: not_found_after_search
- Social presence — none (high)
- “No LinkedIn, X, YouTube, Instagram, or TikTok profiles found for Kenneth Price or team” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2025 (#104 Alabama), Forbes Best-in-State Wealth Management Teams 2026 (high)
- “Forbes Best-in-State Wealth Advisors 2025: Ranked #104 in Alabama” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Team uses Merrill Lynch house brand; no custom team logo or unique visual identity identified” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Merrill Lynch corporate branding: minimalist geometric mark, angular shape suggesting forward momentum, blue and gold palette (medium)
- “Team uses Merrill Lynch house brand” — firm_official